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Posts tagged ‘Fiduciary’

Know Thyself: Socratic Thoughts on Defined Benefit Fee Policy Statements



I’m not sure what this says about me, but every time someone mentions Socrates, I think of Steve Martin’s depiction of the ancient philosopher in his 1980 TV special Steve Martin: Comedy is Not Pretty. (“…And not once did anyone ever say: ‘Socrates, hemlock is poison!’”) In real life,…

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Three Trends in Nonprofit Plan Modernization



I remember when I was a child my dad told me about the places he had lived in. There was an evolution over his lifetime, and he measured that evolution by the number of lightbulbs that were required in each successive house.  Well for those of you who have been following my blog posts, you’ll…

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